47. Smart Year-End Money Moves

This podcast episode is brought to by our host, Jack Moylan, and Financial Planner, Joe Carlson. In this episode, you will learn about smart money moves you should make before year-end! The conversation helps answer the following questions:

• As year-end approaches, when is it best to begin reviewing your personal financials?
• What personal financials should you review? Why?
• Do you often see clients make changes to their investment portfolio, savings, 401k, etc. at year-end?
  • Any new year’s financial resolutions?
  • Tax preparation tips?
• How can you best prioritize your personal financial initiatives towards year-end?
• Anything to be careful about in the coming year?
• When should you seek the help of a professional?
• What resources can individuals or investors use to help them better manage their financials?